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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
| MD | RA | APPROVED | 2023-06-15 |
Branch Locations
Ellicott City, MD • United States
8178 Lark Brown Rd. Ste. 201, Elkridge, MD 21075 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpnteria | CA | 08/2008 | Present |
INDEPENDENT INSURANCE AGENT; 5210 NEW PROSPECT COURT ELLIOTT CITY, MD 21043 START 2005;FIXED PRODUCTS 160HRS/MO; 120HRS/TRADING; IR 2)NOTARY SIGNING SERVICES;5210 NEW PROSPECT COURT ELLIOTT CITY, MD 21043 START 2001; 10HRS/MO/0HRS/TRADING;NOTARIZE DOCUMENTS; NIR 3)PALADIN ADVISOR GROUP; 5210 NEW PROSPECT ELLICOTT CITY, MD, 21043; FINANCIAL ADVISOR; START DATE 2/2015; 14 HRS/MO; 14 HRS/MO DURING TRADING;IR 4.) Coaching - Youth Soccer and Basketball/5210 New Prospect Ct. Elliott City Md 21043/301-257-5741/start date 11/13/2015 /volunteer non-investment related 26 hrs monthly 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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